+65,302.9%
NFLX vs IONS
+483.8%
+64,819.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.1% | -5.3% | -5.3% |
| 7D | -4.2% | -4.8% | +0.6% | -3.5% |
| 30D | +5.5% | +7.2% | -1.7% | +4.3% |
| 3M | -4.1% | -22.7% | +18.6% | -1.1% |
| 6M | -20.7% | -26.9% | +6.2% | -17.6% |
| YTD | -16.5% | -26.6% | +10.0% | -13.6% |
| 1Y | -37.8% | -2.1% | -35.6% | -38.5% |
| 3Y | +77.9% | +43.4% | +34.5% | +60.6% |
| 5Y | +32.5% | +47.0% | -14.5% | +17.0% |
| 10Y | +703.6% | +97.2% | +606.4% | +540.8% |
| All | +65,302.9% | +483.8% | +64,819.1% | +31,390.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IONS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling